diff --git a/content/applications/sales/sales/invoicing/down_payment.rst b/content/applications/sales/sales/invoicing/down_payment.rst index d458acee0b..bfa6ac00c9 100644 --- a/content/applications/sales/sales/invoicing/down_payment.rst +++ b/content/applications/sales/sales/invoicing/down_payment.rst @@ -2,10 +2,7 @@ Down payments ============= -A down payment is an initial, up-front payment made during the confirmation of a sales transaction. -Down payments reduce the risk for both parties (the seller and the buyer) as they indicate a mutual -commitment to complete the sales transaction. - +A down payment is an initial up-front payment made during the confirmation of a sales transaction. With a down payment, the buyer pays a portion of the total amount owed while agreeing to pay the remaining amount at a later date. In turn, the seller provides goods or services to the buyer upon or after accepting the down payment, trusting that the remaining amount will be paid later on. @@ -16,17 +13,16 @@ transaction. Create invoices =============== -When a sales order is confirmed, the option to create an invoice becomes available, via the +When a sales order is confirmed, the option to create an invoice becomes available via the :guilabel:`Create Invoice` button. When clicked, a :guilabel:`Create invoice(s)` pop-up appears. .. image:: down_payment/create-invoices-popup-form.png - :align: center - :alt: Create invoices pop-up form that appears in Odoo Sales. + :alt: Create invoice(s) pop-up form that appears in Odoo Sales. .. note:: - Invoices are automatically created as drafts, so they can be reviewed before validation. + Invoices are automatically created as drafts so they can be reviewed before validation. -On the :guilabel:`Create invoices` pop-up, there are 3 options to choose from in the +On the :guilabel:`Create invoice(s)` pop-up, there are 3 options to choose from in the :guilabel:`Create Invoice` field: - :guilabel:`Regular invoice` @@ -41,247 +37,195 @@ On the :guilabel:`Create invoice(s)` pop-up window, the down payment options are - :guilabel:`Down payment (percentage)` - :guilabel:`Down payment (fixed amount)` -Select the desired down payment option, then designate the desired amount, either as a percentage or -a fixed amount, in the :guilabel:`Down Payment Amount` field. +Select a down payment option and set the desired payment, either as a percentage or a fixed amount, +in the :guilabel:`Down Payment Amount` field. Once all fields are filled in, click the :guilabel:`Create Draft` button. Upon clicking this button, Odoo reveals the :guilabel:`Customer Invoice Draft`. .. important:: - If an :guilabel:`Invalid Operation` error appears, double-check that the - :doc:`invoicing policy ` is configured correctly. In some cases, for example, - the invoicing policy is configured to require delivery before invoicing. + If an :guilabel:`Invalid Operation` error appears, double-check that the :doc:`invoicing policy + ` is configured correctly. In some cases, for example, the invoicing policy is + configured to require delivery before sending an invoice. In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice Draft`, the down payment -that was just configured in the :guilabel:`Create invoices` pop-up form appears as a -:guilabel:`Product`. +that was just configured in the :guilabel:`Create invoice(s)` pop-up form appears under a new +:guilabel:`Down Payments` section. .. _sales/invoicing/50-percent-down-payments: -Example: request 50% down payment -================================= +Example: requesting a 50% down payment +====================================== .. note:: - The following example involves a 50% amount down payment on a product (:guilabel:`Cabinet with - Doors`) with :guilabel:`Ordered quantities` as the :guilabel:`Invoicing Policy`. + The following example involves a 50% amount down payment on a (:guilabel:`Cabinet with Doors`) + with :guilabel:`Ordered quantities` as the :guilabel:`Invoicing Policy`. .. image:: down_payment/cabinet-product-details.png - :align: center :alt: Cabinet with doors product form showcasing various details and fields. -.. seealso:: - :doc:`invoicing_policy` - -First, navigate to :menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the -quotation. - +Navigate to :menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the quotation. Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the -:guilabel:`Cabinet with Doors` product. - -When the order is confirmed (via the :guilabel:`Confirm` button), the quotation turns into a sales -order. Once this occurs, create and view the invoice by clicking :guilabel:`Create Invoice`. +:guilabel:`Cabinet with Doors` product. When the order is confirmed (via the :guilabel:`Confirm` +button), the quotation turns into a sales order. Once this occurs, create and view the invoice by +clicking :guilabel:`Create Invoice`. .. image:: down_payment/cabinet-sales-orders-confirmed.png - :align: center :alt: Cabinet with doors sales order that's been confirmed in the Odoo Sales application. -Next, on the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment -(percentage)`, and type `50` in the :guilabel:`Down Payment Amount` field. +Next, on the :guilabel:`Create invoice(s)` pop-up window that appears, select :guilabel:`Down +payment (percentage)`, and type `50` in the :guilabel:`Down Payment` field. .. note:: - The :guilabel:`Income Account` attached to the :guilabel:`Down payment` product can be changed. - - For more information, check out the documentation on :ref:`income account modification on down - payments `. - - A :guilabel:`Down payment Account` can also be set on a product category. If set, this account is - prioritized. - -Lastly, click :guilabel:`Create Draft Invoice` to create and view the invoice draft. - -Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which includes the down -payment as a :guilabel:`Product` in the :guilabel:`Invoice Lines` tab. + The :guilabel:`Income Account` attached to the :guilabel:`Down payment` can be changed. For more + information, check out the documentation on :ref:`income account modification on down payments + `. A :guilabel:`Down payment Account` can also be + set on a product category. If set, this account is prioritized for future down payments. +Lastly, click :guilabel:`Create Draft Invoice` to create and view the invoice draft, which includes +the down payment under the :guilabel:`Down Payments` section of the :guilabel:`Invoice Lines` tab. From there, the invoice can be confirmed and posted by clicking :guilabel:`Confirm`. Confirming the invoice changes the status from :guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of buttons at the top of the page. .. image:: down_payment/draft-invoice-sample.png - :align: center :alt: A sample draft invoice with down payment mentioned in Odoo Sales. -From those buttons, the payment can be registered by clicking :guilabel:`Register Payment`. - -.. image:: down_payment/register-payment-button.png - :align: center - :alt: Showcase of the Register Payment button on a confirmed customer invoice. - -Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-populated with the -necessary information. Confirm the information provided is correct, and make any necessary -adjustments. When ready, click the :guilabel:`Create Payment` button. +From those buttons, the payment can be registered by clicking :guilabel:`Pay`. Doing so reveals a +:guilabel:`Pay` pop-up form, which is auto-populated with the necessary information. Confirm the +information provided is correct, and make any necessary adjustments. When ready, click the +:guilabel:`Create Payment` button. .. image:: down_payment/register-payment-pop-up-window.png - :align: center - :alt: Showcase of the Register Payment pop-up window with create payment button. + :alt: Showcase of the Pay pop-up window with create payment button. After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, now with a green -:guilabel:`In Payment` banner in the upper-right corner. +:guilabel:`In Payment` or :guilabel:`Paid` banner in the upper-right corner, depending on how the +database has configured and if manual confirmation of payments is required. .. image:: down_payment/customer-invoice-green-payment-banner.png - :align: center - :alt: Customer Invoice with a green In Payment banner located in the upper-right corner. + :alt: Customer Invoice with a green Paid banner located in the upper-right corner. -Now, when the customer wants to pay the remaining amount of the order, another invoice must be -created. To do that, return to the sales order, via the breadcrumb links. - -Back on the sales order, a new :guilabel:`Down Payments` section is present in the :guilabel:`Order -Lines` tab, along with the down payment that was just invoiced and posted. +On the sales order, a new :guilabel:`Down Payments` section is present in the :guilabel:`Order +Lines` tab, along with the down payment that was just invoiced and posted. When the customer wants +to pay the remaining amount of the order, another invoice must be created. .. image:: down_payment/down-payments-section-order-lines.png - :align: center :alt: The down payments section in the order lines tab of a sales order. -Next, click the :guilabel:`Create Invoice` button. - -On the :guilabel:`Create invoices` pop-up window that appears, there are two new fields: -:guilabel:`Already invoiced` and :guilabel:`Amount to invoice`. +Next, click the :guilabel:`Create Invoice` button. On the :guilabel:`Create invoice(s)` pop-up +window that appears, there is a new field: :guilabel:`Already invoiced` and :guilabel:`Amount to +invoice`. .. image:: down_payment/create-invoices-pop-up-already-invoiced.png - :align: center - :alt: The deduct down payment option on the create invoices pop up in Odoo Sales. + :alt: The deduct down payment option on the Create invoice(s) pop up in Odoo Sales. If the remaining amount is ready to be paid, select the :guilabel:`Regular Invoice` option. Odoo will create an invoice for the exact amount needed to complete the total payment, as indicated in the :guilabel:`Amount to invoice` field. -Once ready, click :guilabel:`Create Draft Invoice`. +Once ready, click :guilabel:`Create Draft Invoice`. Doing so reveals another :guilabel:`Customer +Invoice Draft` page, listing all the invoices for that specific sales order in the +:guilabel:`Invoice Lines` tab. Each invoice line item displays all the necessary information related +to each invoice. -Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing *all* the invoices for -that specific sales order in the :guilabel:`Invoice Lines` tab. Each invoice line item displays all -the necessary information related to each invoice. - -To complete the flow, click :guilabel:`Confirm`, which changes the status of the invoice from -:guilabel:`Draft` to :guilabel:`Posted`. Then, click :guilabel:`Register Payment`. - -Once again, the :guilabel:`Register Payment` appears, with all fields auto-populated with the -necessary information, including the remaining amount left to be paid on the order. +To complete the flow, click :guilabel:`Confirm` to change the status of the invoice from +:guilabel:`Draft` to :guilabel:`Posted`. Then, click :guilabel:`Pay`. The :guilabel:`Pay` form +appears, with all fields auto-populated with the necessary information, including the remaining +amount left to be paid on the order. .. image:: down_payment/second-register-payment-popup.png - :align: center - :alt: The second register payment pop-up form in Odoo sales. + :alt: The second Pay pop-up form in Odoo sales. After confirming that information, click :guilabel:`Create Payment`. Doing so reveals the final -:guilabel:`Customer Invoice` with a green :guilabel:`In Payment` banner in the upper-right corner. -Also, both down payments are present in the :guilabel:`Invoice Lines` tab. +:guilabel:`Customer Invoice` with a green :guilabel:`In Payment` or :guilabel:`Paid` banner in the +upper-right corner, depending on how the database has configured and if manual confirmation of +payments is required. Upon returning to the sales order, both down payments are present in the +:guilabel:`Order Lines` tab. -.. image:: down_payment/second-down-payment-in-payment-invoice.png - :align: center - :alt: The second down payment invoice with in payment banner in Odoo Sales. +.. image:: down_payment/final-sales-order.png + :alt: The second down payment invoice with Paid banner in Odoo Sales. -At this point, the flow is now complete. - -.. note:: - This flow is also possible with the :guilabel:`Fixed amount` down payment option. +At this point, the flow is now complete. This flow is also possible with the :guilabel:`Fixed +amount` down payment option. .. important:: If a down payment is used with a product that has a :guilabel:`Delivered quantities` invoicing - policy, and the cost of the product *exceeds* the 50% down payment (as in most cases), a regular - invoice is created. - - However, for products that cost *less* than the 50% down payment, the down payments will **not** - be able to be deducted when it comes time to invoice the customer. - - This is because the product(s) would have to be delivered *before* creating the final invoice due - to Odoo not allowing negative totals for invoices. - - If nothing has been delivered, a :guilabel:`Credit Note` is created, which cancels the draft - invoice that was created after the down payment. - - To utilize the :guilabel:`Credit Note` option, the *Inventory* application must be installed, in + policy, and the cost of the product exceeds the 50% down payment, a regular invoice is created. + However, for products that cost less than the 50% down payment, the down payments will not be + able to be deducted when it comes time to invoice the customer. This is because the product(s) + would have to be delivered *before* creating the final invoice due to Odoo not allowing negative + totals for invoices. If nothing has been delivered, a :guilabel:`Credit Note` is created, which + cancels the draft invoice that was created after the down payment. + + To utilize the :guilabel:`Credit Note` option, the **Inventory** application must be installed in order to confirm the delivery. Otherwise, the delivered quantity can be entered manually directly on the sales order. .. _sales/invoicing/100-percent-down-payments: -Example: request 100% down payment -================================== +Example: requesting a 100% down payment +======================================= -The process of requesting a 100% down payment is similar to the process of setting up a :ref:`50% -down payment `, but with fewer steps. +Requesting a 100% down payment is similar to requesting a :ref:`50% down payment +`, but with fewer steps. .. note:: - A 100% down payment is **not** the same as a full payment of the sales order. - - A sales order paid through the regular invoice process will not allow any additional invoices to - be generated, and **will not** display the *Create Invoice* button on the Sales Order. - - Following this example **will** cause the *Create Invoice* button to be displayed on the Sales - Order. This is because Odoo expects another invoice to be created after the down payment to + A 100% down payment is not the same as a full payment of the sales order. A sales order paid + through the regular invoice process will not allow any additional invoices to be generated and + will not display the :guilabel:`Create Invoice` button on the Sales Order. Instead, following + this example will cause the :guilabel:`Create Invoice` button to be displayed on the Sales Order. + This is because the system expects another invoice to be created after the down payment to complete payment of the sales order. The *Solar Panel Installation* product is being used in this example. -To configure a 100% down payment, begin by navigating to :menuselection:`Sales app --> New`, and add -a :guilabel:`Customer` to the quote. - -Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the -`Solar Panel Installation` product. - -Upon clicking the :guilabel:`Confirm` button, the quotation turns into a sales order. At that point, -an invoice can now be created by clicking :guilabel:`Create Invoice` in the top-left corner. - -On the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment -(percentage)`, and type `100` in the :guilabel:`Down Payment Amount` field. +To configure a 100% down payment, navigate to :menuselection:`Sales app --> New` and add a +:guilabel:`Customer` to the quote. Next, click :guilabel:`Add a product` in the :guilabel:`Order +Lines` tab, and select the `Solar Panel Installation` product. Upon clicking the :guilabel:`Confirm` +button, the quotation turns into a sales order. At that point, an invoice can now be created by +clicking :guilabel:`Create Invoice` in the top-left corner. On the :guilabel:`Create invoice(s)` +pop-up window that appears, select :guilabel:`Down payment (percentage)`, and type `100` in the +:guilabel:`Down Payment` field. .. image:: down_payment/100p-down-payment-percentage.png - :align: center :alt: The Down payment (percentage) option selected with 100% set as the Down Payment. Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. This will also bring the -draft invoice into view, which includes the :guilabel:`Down payment` as a :guilabel:`Product` in the -:guilabel:`Invoice Lines` tab. - -The invoice can now be confirmed and posted by clicking :guilabel:`Confirm`. Confirming the invoice -changes the status from :guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of -buttons at the top of the page. - -The payment can be registered by clicking the :guilabel:`Register Payment` button. - -Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-populated with the -necessary information. Confirm the information provided is correct and make any necessary -adjustments. When ready, click the :guilabel:`Create Payment` button. +draft invoice into view, which includes the :guilabel:`Down payment` under the :guilabel:`Down +Payments` section of the :guilabel:`Invoice Lines` tab. The invoice can now be confirmed and posted +by clicking :guilabel:`Confirm`. Confirming the invoice changes the status from :guilabel:`Draft` to +:guilabel:`Posted`. It also reveals a new series of buttons at the top of the page. +The payment can be registered by clicking the :guilabel:`Pay` button. This brings up the +:guilabel:`Pay` pop-up form, which is auto-populated with the necessary information. When ready, +click the :guilabel:`Create Payment` button. After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, now with a green -:guilabel:`In Payment` banner in the upper-right corner. - -.. image:: down_payment/100p-invoice.png - :align: center - :alt: Customer Invoice with a green In Payment banner located in the upper-right corner. - -The process is now complete, and the 100% down payment has been successfully applied. +:guilabel:`In Payment` or :guilabel:`Paid` banner in the upper-right corner, depending on how the +database has configured and if manual confirmation of payments is required. The process is now +complete, and the 100% down payment has been successfully applied. .. _sales/invoicing/income-account-modification: Income account modification on down payments ============================================ -To change or adjust the income account attached to the :guilabel:`Down Payment` product page, the -*Accounting* app **must** be installed. - -Navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> Products --> Products`), -search for the `Down Payment` product in the search bar, and select it to reveal the product detail -page. - -With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes available on the product -page. +.. important:: + To change or adjust the income account attached to down payments, the **Accounting** app must be + installed. With the **Accounting** app installed, the :guilabel:`Accounting` column becomes + available on the draft invoice. -In the :guilabel:`Accounting` tab, the income account can be changed in the :guilabel:`Income -Account` field, located in the :guilabel:`Receivables` section. +Navigate to the invoice to be modified by going to :menuselection:`Sales app --> Orders --> Orders`. +Open an order, then click the :guilabel:`Invoices` smart button. Open an invoice, click the +drop-down arrow on the entry in the :guilabel:`Account` column and click :guilabel:`Search more...` +to bring up the :guilabel:`Search: Account` form. In this form, a different account can be chosen +from the list of pre-existing accounts. A new account can also be created by clicking the +:guilabel:`New` button. .. image:: down_payment/income-account.png - :align: center - :alt: How to modify the income account link to down payments. + :alt: The Search:Account form with existing accounts displayed and a button to create a new + account. .. seealso:: :doc:`invoicing_policy` diff --git a/content/applications/sales/sales/invoicing/down_payment/100p-invoice.png b/content/applications/sales/sales/invoicing/down_payment/100p-invoice.png deleted file mode 100644 index fc962d1f2f..0000000000 Binary files a/content/applications/sales/sales/invoicing/down_payment/100p-invoice.png and /dev/null differ diff --git a/content/applications/sales/sales/invoicing/down_payment/cabinet-product-details.png b/content/applications/sales/sales/invoicing/down_payment/cabinet-product-details.png index 870b556672..ca4682a393 100644 Binary files a/content/applications/sales/sales/invoicing/down_payment/cabinet-product-details.png and 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